Importing contacts into Constant Contact

2024-03-01T14:03:39Z

185.93.34.24: /* Import into Constant Contact */

These instructions will guide you on exporting your contacts out of SME and importing them into Constant Contact

== Prepare your import file ==
 In SME, go to customer module
 click '''Search''' > '''Search Active Customers'''
 Make sure you have a column for Name, Email and Contact in your search window (Views > Add Remove Fields)
 Click '''Export''' > '''Export to Excel'''. Click OK to the path message.
 The contents of your search window will open in Excel.
 Filter your excel file as needed to get to your target list

 You will need to split the contact column into a first name and last name columns.

 Copy the contact column and paste it on the right, so it is the column furthest on the right
 click the column header for contacts to highlight the column
 Click '''Data''' > '''Text to Columns''' (image below)
 [[File:Data_TextToColumns.png]]

 In the convert Text to Columns Wizard - Step 1 of 3 window, make sure '''Delimited''' is selected ad click '''Next'''
 [[File:ConvertStep1of3.png]]

 In the Step 2 of 3 window, uncheck '''Tab''' and check '''Space''', so Space is the only one checked and click '''Next'''
 [[File:Convertstep2of3.png]]

 Click '''Finish''' in the Step 3 of 3 window.
 You will see your contact separated into two column like this:
 [[File:ContactsSplitIntoTwoColumns.png]]

 Rename the column headers “First Name” and “Last Name”
 [[File:ColumnHeadersRenamed.png]]
 Review the name columns to make sure everything is lined up correctly. Make corrections as necessary.

 Save the excel file

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Importing contacts into Constant Contact